Cash Balance Plan Season for Business Owners

It happens every year just about the time I get used to feeling the warm sun on my face, watching a baseball game in shirt sleeves, and my golf game starts rounding into form.  I wake up one day and see my breath in front of my face when I go outside. Colors have changed and temperatures are...

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Qualities That Define a Great Third Party Administrator (TPA)

Are you in need of a great TPA for your employer-sponsored retirement plan?  Here’s what our team at Actuaries Unlimited, Inc. believes are the qualities to seek out. Compliance – Maintaining your plan’s compliance with ERISA, the DOL and the IRS is arguably a TPA’s most important duty.  If the...

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Actuaries Unlimited, Inc. by The Numbers

1970 - Actuaries Unlimited, Inc. (AUI) started by current partner Mindy Gassman’s father and two others. Today, there are 4 partners in the firm including Mindy Gassman, E. Mark Fishman, Erin Russell, and Kory Hoertz. We have 9 Enrolled Actuaries on our roster, including each of the firm’s four...

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